A detailed history of Life Wealth Investments, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Life Wealth Investments, LLC holds 1,931 shares of JPM stock, worth $487,693. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,931
Previous 1,722 12.14%
Holding current value
$487,693
Previous $413 Million 14.75%
% of portfolio
0.19%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$225.19 - $279.95 $47,064 - $58,509
209 Added 12.14%
1,931 $474 Million
Q4 2024

Feb 26, 2025

BUY
$205.18 - $250.29 $353,319 - $430,999
1,722 New
1,722 $413 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $741B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Life Wealth Investments, LLC Portfolio

Follow Life Wealth Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Wealth Investments, LLC with notifications on news.